TSMC · 2026-10-15 · 财报
TSMC reported third-quarter 2026 consolidated revenue of NT$1,494.24 billion (US$46.72 billion), up 50.9% year over year, and net income of NT$763.06 billion, up 68.7%, with diluted EPS of NT$29.43 (US$4.60 per ADR unit) and a gross margin of 66.4%. 3-nanometer made up 33% of wafer revenue and 2-nanometer 8%. TSMC guided fourth-quarter revenue of US$52.3 billion to US$54.3 billion, with a gross margin of 65% to 67% and an operating margin of 56.5% to 58.5%.
Applied Materials · 2026-10-12 · 产品
Applied Materials unveiled its Equipment and Process Innovation and Commercialization (EPIC) Center at its Sunnyvale, California, campus, a $5 billion capital investment in a 600,000-square-foot facility with nearly four acres of advanced cleanroom space. Founding partners TSMC, Intel, Samsung Electronics, Micron and SK hynix are joined by innovation partners including Broadcom, Advantest and KIOXIA.
The Official Microsoft Blog · 2026-10-12 · 产品
Microsoft said it will scale its Azure Maia chip family to multi-gigawatt deployments starting in 2027, making Maia the primary inference system for Microsoft products and services. Maia 300, whose compute chiplets are built on TSMC's N2P process, is expected to deliver 40% more tokens per megawatt than leading GPU-based systems and will begin production deployments in 2027; Maia 200 is already serving production workloads including Microsoft Copilot.
GlobalFoundries · 2026-10-08 · 合作
GlobalFoundries announced a multi-year $2 billion manufacturing agreement with TSMC to establish a U.S.-based supply of silicon interposers for TSMC's CoWoS advanced packaging ecosystem, adding fabrication capacity at its Malta, New York facility. Volume production is expected to begin ramping in the first half of 2028, and the agreement has an initial term of five years.
TSMC · 2026-10-08 · 财报
TSMC reported September 2026 revenue of approximately NT$511.86 billion, down 0.6 percent from August 2026 and up 54.6 percent from September 2025. Revenue for January through September 2026 totaled NT$3,898.73 billion, up 41.1 percent from the same period in 2025.
Teslarati · 2026-10-08 · 合作
Elon Musk wrote on X that Tesla and SpaceX "will build and run the fab" at Terafab, their planned Texas chip factory, adding "Maybe TSMC subleases part of the Terafab if they want, but nothing more than that." The comment followed a report that TSMC was exploring ways to help run Terafab's factories and Musk's earlier confirmation of discussions with TSMC.
The Motley Fool · 2026-10-05 · 合作
Elon Musk said on X that Terafab, the chip-manufacturing project his companies are planning in Texas, is in talks with TSMC: "Just discussions, but something may come of it." Intel joined Terafab in April and has been its only named chip partner.
Taipei Times · 2026-09-20 · 合作
Construction began on Kaohsiung's nearly 89-hectare Baipu Industrial Park, a collaboration of Taiwan's Ministry of Economic Affairs, the Kaohsiung City Government and TSMC. President William Lai said the park would be the country's first testing and verification base for advanced semiconductor equipment and materials.
TrendForce · 2026-09-14 · 产品
Supply-chain reporting says TSMC plans to raise 2nm capacity about 22% and 3nm capacity more than 16% by mid-2027, and to roughly double CoWoS advanced-packaging capacity by 2028. CoWoS is the binding constraint on AI accelerator output.
Yahoo Finance · 2026-09-10 · 财报
TSMC reported August revenue up 53% year over year in its monthly sales disclosure. The print keeps AI-driven foundry demand running well ahead of the company's full-year guidance pace.
GlobeNewswire · 2026-09-08 · 合作
ASML and TSMC announced a joint initiative to move the industry to large-format photomasks for High NA EUV lithography. The two companies will coordinate the mask-infrastructure transition that High NA adoption at leading-edge nodes depends on.
TrendForce · 2026-08-17 · 财报
Drawing on TSMC's 1H26 interim report, TrendForce reports TSMC Arizona posted a record NT$36.066 billion profit in the first half of 2026, up 662.8% year-over-year. Second-quarter profit slipped 8.2% quarter-over-quarter to NT$17.259 billion as depreciation weighed, though it remained up 307.8% year-over-year. Arizona has become TSMC's most profitable overseas subsidiary, contributing over 60% of the NT$58.529 billion combined first-half profit from its four major manufacturing subsidiaries.
Yahoo Finance · 2026-08-12 · 合作
TSMC and Sony are establishing Advanced Vision Semiconductor Manufacturing Corporation, a joint venture in Kumamoto, Japan, to develop and manufacture smartphone image sensors, with volume production set to start in 2029. TSMC is investing about 282 billion yen and Sony contributing about 465 billion yen in cash and assets; Sony will be the JV's sole controlling shareholder and consolidate it, with TSMC providing advanced process technology and manufacturing expertise while Sony leads core image-sensor development, product planning and design.
Yahoo Finance · 2026-08-11 · 产品
Reuters, citing a report from The Information, said Microsoft plans to unveil its next-generation Maia 300 AI accelerator this fall, potentially as soon as September, and is negotiating with TSMC for production capacity targeting more than 300,000 units for 2027 delivery, with eventual production potentially exceeding 1 million units. The unit target is reported as under negotiation, not a signed purchase order.
Yahoo Finance · 2026-07-17 · 财报
TSMC raised its 2026 capital expenditure forecast to $60 billion to $64 billion and lifted its full-year revenue growth projection to slightly more than 40%, after reporting record second-quarter revenue of $40.2 billion, citing surging AI chip demand.
Google News: TSMC · 2026-07-16 · 融资
TSMC pledged an additional $100 billion to expand its chip manufacturing capacity in the US.
Google News: TSMC · 2026-07-16 · 财报
TSMC reported Q2 profit up 77% to a new record on strong AI chip demand.
24/7 Wall St. · 2026-07-13 · 财报
TSMC reported quarterly sales up 36% year over year, with its N3 nodes sold out and new Chiayi advanced-packaging facilities projecting over NT$300 billion in annual output, signaling AI chip demand remains supply-constrained ahead of its July 16 earnings report.
Yahoo Finance · 2026-07-03 · 产品
TSMC is expanding its 3-nanometer manufacturing capacity across sites in Taiwan, Arizona, and Japan.
Focus Taiwan · 2026-07-02 · 监管
TSMC received approval for a US$20 billion investment to expand its Arizona unit.
